TD Private Client Wealth’s FTI Consulting FCN Stock Holding History

TD Private Client Wealth’s Portfolio FCN Stock Details FCN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-280	Closed	-$53.5K	–	1441
2024 Q4	$53.5K	Buy	280 +12	+4%	+$2.47K	﹤0.01%	808
2024 Q3	$61K	Hold	268	–	–	﹤0.01%	797
2024 Q2	$57.8K	Hold	268	–	–	﹤0.01%	779
2024 Q1	$56.4K	Buy	268 +76	+40%	+$15.3K	﹤0.01%	786
2023 Q4	$38.2K	Buy	192 +21	+12%	+$4.34K	﹤0.01%	852
2023 Q3	$30.5K	Hold	171	–	–	﹤0.01%	864
2023 Q2	$32.5K	Hold	171	–	–	﹤0.01%	873
2023 Q1	$33.7K	Sell	171 -38	-18%	-$6.6K	﹤0.01%	847
2022 Q4	$33.2K	Sell	209 -328	-61%	-$54.7K	﹤0.01%	830
2022 Q3	$89K	Sell	537 -118	-18%	-$19.8K	﹤0.01%	633
2022 Q2	$118K	Sell	655 -62	-9%	-$10.2K	0.01%	589
2022 Q1	$113K	Buy	+717	New	+$107K	﹤0.01%	621

Other funds holding FCN

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TD Private Client Wealth's FCN Position: Q1 2025 in Review

TD Private Client Wealth sold out of FTI Consulting (FCN) in Q1 2025, closing a stake of 280 shares — an estimated $53.5K sold.

TD Private Client Wealth first reported a position in FCN in Q1 2022 and held it in 12 quarters. The position peaked at $118K in Q2 2022. 421 funds tracked by Wall St. Rank hold FCN as of Q1 2025.

TD Private Client Wealth reported no remaining FTI Consulting position as of Q1 2025 after selling out during the quarter.
TD Private Client Wealth sold 280 FTI Consulting shares in Q1 2025, an estimated $53.5K.
TD Private Client Wealth first reported a position in FTI Consulting in Q1 2022 and held it in 12 quarters.
TD Private Client Wealth's FTI Consulting position peaked at $118K in Q2 2022.
421 funds tracked by Wall St. Rank held FTI Consulting as of Q1 2025.

Based on TD Private Client Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.